Jeffrey Brent Johnson

Current Employers

Employment History

• 01/2015 → 04/2019
  Allegis Investment Services
  South Jordan, UT
• 01/2015 → 06/2018
  Allegis Investment Advisors
  South Jordan, UT
• 05/2018 → 06/2024
  Ars Investment Advisors, Inc
  Kaysville, UT
• 03/2019 → 02/2021
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
• 01/2024 → 09/2025
  Cwm, Llc
  Kaysville, UT
• 09/2025 → Present
  Portside Wealth Group, Llc
  South Jordan, UT

Previous Registrations

• 2024-01-02 → 2025-09-05
  Cwm, Llc
  Kaysville, UT
  Omaha, NE
  South Jordan, UT
• 2018-05-29 → 2024-06-13
  Ars Investment Advisors, Inc.
  Kaysville, UT
• 2015-01-22 → 2018-06-20
  Allegis Investment Advisors, Llc
  South Jordan, UT
  Idaho Falls, ID
• 2004-10-26 → 2015-01-21
  Park Avenue Securities Llc
  Salt Lake City, UT
  Murray, UT

Other Businesses

The name of the other business, Mountain States Wealth Management whether the business is investment-related, No the address of the other business, Same as primary the nature of the other business, Life, LTC, and Annuity business your position, title, or relationship with the other business, Independent Contractor the start date of your relationship, 08/27/2025 the approximate number of hours/month you devote to the other business, 10 the number of hours you devote to the other business during securities trading hours, 10 briefly describe your duties relating to the other business Selling insurance products in consultation with clients The name of the other business, DJJ, LLC whether the business is investment-related, No the address of the other business, same the nature of the other business, Rental income your position, title, or relationship with the other business, Managing Partner, the start date of your relationship, 07/01/2018 the approximate number of hours/month you devote to the other business, 1 the number of hours you devote to the other business during securities trading hours, 1 briefly describe your duties relating to the other business responsible for collecting rent, handling maintenance, repairs, etc.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-12
• S63 Uniform Securities Agent State Law Examination
  1998-10-29

Designations

Other Names

• Jeff Brent Johnson